Welcome to this week’s edition of TOPICAL WEDNESDAY! This week, we will discuss Ultratech Cement’s (Birla Group Company) bold move to diversify into the wires and cables (W&C) business. UltraTech Cement, a flagship company of the Aditya Birla Group, has made a bold leap into the wires and cables sector, signaling a strategic diversification beyond its cement […]
Ultratech Cement Forays into Wires & Cables Read More »
In this edition of LEARNING OF THE WEEK, we will cover the investment philosophy of Mr. Siddhartha Bhaiya. “I am a firm believer of ‘in the long run, its the reversion to the mean’.” – Mr. Siddhartha Bhaiya (Founder, MD, & CIO of Aequitas Investment Consultancy) If you combine the philosophy of buying undervalued stocks with a focus
7 learnings from Mr. Siddhartha Bhaiya Read More »
Welcome to this week’s edition of TOPICAL WEDNESDAY! This week, we will discuss the journey of KG-98/2 block on Krishna Godavari Basin. India’s reliance on imported oil continues to weigh heavily on the economy. Between February 2024 and January 2025, India spent ~€49 Bn (~Rs. 4.4 lakh crore) on oil imports from Russia alone. With 88% of crude oil and 50% of natural gas needs
The curious case of KG-DWN-98/2: The long struggle of a PSU Read More »
This week on LEARNING OF THE WEEK, we will cover the satellite telecommunication services in India. Electronic devices have become a part of our everyday lives, making things easier and more connected. Take televisions, for example—they’ve come a long way from traditional cable TV to modern DTH (Direct-to-Home) satellite connections. Today, most TVs rely on
SATCOM in India: Bridging the Digital Divide Read More »
Welcome to this week’s edition of TOPICAL WEDNESDAY! This week, we will try to understand the tariffs that may be imposed by the USA on India. Since President Donald Trump’s victory in the U.S. election of November 2024, the world has anticipated significant changes in geopolitics and trade relations—two of the key themes of his campaign. Given
USA Tariff On India: Not That Bad Read More »
In this edition of LEARNING OF THE WEEK, we will cover the investment philosophy of Mr. Hiren Ved. “Today, the challenge is to adapt. We all have cobwebs in our heads, and we think this won’t work or that won’t work. How we refrain from insanity, and still evolve as an investor, is the next big leap”. –
7 learnings from Mr. Hiren Ved Read More »
Insights from Sankaran Naren Welcome to this week’s edition of TOPICAL WEDNESDAY! This week, we unpack the buzz created by Mr. Sankaran Naren’s thought-provoking remarks at the IFA Galaxy 2025 conference. His insights have left investors rethinking their strategies. So, is it time to recalibrate your portfolio? Let’s dive in! In the world of investing, where fortunes
The Market Wake-Up Call Read More »
Insights from the Plant Visit and Management meet This week on LEARNING OF THE WEEK, we’re sharing some insights from our recent plant visits and management meet with India’s only listed elevator company. India is rising, both literally and figuratively. As cities expand and skylines evolve, elevators have become more than just a convenience; they
Plant Visit: Inside India’s Only Listed Elevator Company Read More »
More Spending, Less Savings Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we will talk about the government’s focus on stimulating the Indian economy. Dear readers, before we dive into today’s topic, let me ask you this: how are you really doing? I ask this sincerely because, wow, what a rollercoaster this February has been so
Observing the GoI’s Last few years Budget Trend Read More »
Insights from the THREE Plant Visits and Management Interactions In this edition of LEARNING OF THE WEEK, we’ll discuss some interesting insights on the brass industry from our plant visits and management interactions with brass recycling companies in Jamnagar, India’s “Brass City.” The importance of Jamnagar To explore the brass industry, we visited Jamnagar, Gujarat, known as the “Brass City of India” and
Plant Visit – Brass Recyclers (Jamnagar) Read More »
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